Financial Perspectives’s RingCentral RNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142 Buy
+5
New +$142 ﹤0.01% 700
2025
Q1
Sell
-5
Closed -$175 703
2024
Q4
$175 Hold
5
﹤0.01% 699
2024
Q3
$158 Hold
5
﹤0.01% 663
2024
Q2
$141 Sell
5
-38
-88% -$1.07K ﹤0.01% 660
2024
Q1
$1.49K Sell
43
-96
-69% -$3.34K ﹤0.01% 590
2023
Q4
$4.72K Hold
139
﹤0.01% 531
2023
Q3
$4.12K Hold
139
﹤0.01% 529
2023
Q2
$4.55K Hold
139
﹤0.01% 524
2023
Q1
$4.26K Hold
139
﹤0.01% 522
2022
Q4
$4.92K Sell
139
-14
-9% -$496 ﹤0.01% 516
2022
Q3
$6.11K Hold
153
﹤0.01% 487
2022
Q2
$8K Hold
153
﹤0.01% 465
2022
Q1
$17.9K Buy
153
+14
+10% +$1.64K 0.01% 389
2021
Q4
$26K Sell
139
-48
-26% -$8.99K 0.01% 323
2021
Q3
$40.7K Hold
187
0.02% 259
2021
Q2
$54.3K Sell
187
-55,517
-100% -$16.1M 0.03% 250
2021
Q1
$187K Buy
55,704
+55,517
+29,688% +$186K 0.01% 413
2020
Q4
$70.9K Hold
187
0.04% 190
2020
Q3
$51.4K Buy
187
+128
+217% +$35.2K 0.03% 199
2020
Q2
$16.8K Hold
59
0.01% 303
2020
Q1
$12.5K Buy
+59
New +$12.5K 0.01% 298